| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DMB | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.7% | +0.2% | −4.8% | +3.0% | +1.9% | +1.1% | −3.8% | — | — | — | — | — | −1.0% | +7.5% | −8.5pp |
| 2025 | +1.2% | +4.2% | −2.3% | −3.9% | −0.5% | +2.2% | −2.0% | +0.8% | +7.2% | +1.3% | −1.8% | +4.5% | +10.7% | +17.7% | −7.0pp |
| 2024 | −0.5% | +1.3% | +0.9% | −3.6% | +1.6% | +4.8% | +1.8% | +1.2% | +3.2% | −3.6% | +3.1% | −5.9% | +3.9% | +24.9% | −21.0pp |
| 2023 | +6.3% | −1.1% | +6.0% | −3.4% | −4.2% | +1.6% | +8.7% | −9.2% | −5.7% | −9.0% | +11.2% | +3.7% | +2.4% | +26.2% | −23.8pp |
| 2022 | — | — | — | — | — | — | — | — | — | −31.1% | +13.6% | −6.4% | −26.8% | −18.2% | −8.6pp |
| 2021 · part | +3.4% | −0.8% | −1.9% | +3.0% | — | — | — | — | — | — | — | — | +3.6% | +28.7% | −25.1pp |
| 2020 | +0.6% | −3.4% | −12.6% | −1.6% | +5.7% | +1.6% | +4.8% | +0.4% | −2.3% | −3.2% | +6.7% | +0.9% | −3.9% | +18.3% | −22.2pp |
| 2019 | +5.6% | +1.3% | +2.1% | +1.2% | +2.1% | −0.4% | +5.0% | +2.4% | −0.7% | +1.6% | −0.3% | +1.3% | +22.9% | +31.2% | −8.3pp |
| 2018 | −4.5% | −1.0% | +0.0% | +1.5% | +0.7% | −0.7% | +0.8% | +0.6% | −1.8% | −4.8% | +6.2% | −5.5% | −8.7% | −4.6% | −4.1pp |
| 2017 | +4.6% | −0.9% | −0.1% | +1.6% | +1.9% | −0.1% | +2.4% | −1.0% | +0.7% | −2.9% | −0.2% | +0.3% | +6.2% | +21.7% | −15.5pp |
A month’s return is its month-end close over the prior month-end’s, so a year’s figure is exactly the product of its twelve monthly cells — no separate annualisation, no resampling. A blank cell means no return exists for that month (the series had not started, or it is the very first month-end, which has nothing to be measured against). Blank is never zero.
Basis. DMB is on the total return (splits + dividends) basis, SPY on the total return (splits + dividends) basis. Both columns are on the same basis, so the Δ column is a like-for-like difference.
Partial years. A year marked “ytd” or “part” does not cover the full calendar year: either the stored history starts inside it (the figure is measured from the first month-end present) or the data stops before December (the figure runs through the last stored close). The row’s own tooltip names the exact boundary. It is never dressed up as a calendar-year return.
End of day. These are stored end-of-day closes, and the window is anchored on the LAST stored bar rather than today’s date — so the newest row ends where the data ends. Nothing here is intraday.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 11 | 11 | 12 | 12 | 12 |
| Positive ⓘ | 83% | 50% | 50% | 58% | 67% | 50% | 58% | 55% | 55% | 42% | 50% | 75% |
| Median | +3.5% | −0.2% | +0.1% | +1.4% | +1.7% | +0.5% | +1.3% | +0.4% | +0.1% | −3.1% | +0.2% | +1.1% |
| Best | +6.9% | +4.2% | +6.0% | +4.6% | +5.7% | +4.8% | +8.7% | +4.7% | +7.2% | +3.6% | +13.6% | +4.5% |
| Worst | −4.5% | −3.4% | −12.6% | −3.9% | −4.2% | −15.4% | −14.9% | −9.2% | −5.7% | −31.1% | −5.6% | −6.4% |
| vs SPY ⓘ | +0.4pp | +0.1pp | +0.0pp | −2.6pp | −2.0pp | −1.0pp | −1.2pp | −1.3pp | +0.2pp | −3.1pp | −3.0pp | −0.7pp |
142 monthly observations across 2013–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
